U.S. Capital Wealth Advisors’s Welltower WELL Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Buy	53,806 +253	+0.5%	+$50K	0.27%	84
2025 Q4	$9.94M	Sell	53,553 -2,704	-5%	-$505K	0.26%	91
2025 Q3	$10M	Sell	56,257 -1,980	-3%	-$325K	0.27%	94
2025 Q2	$8.95M	Sell	58,237 -475	-0.8%	-$71K	0.26%	101
2025 Q1	$9M	Sell	58,712 -2,375	-4%	-$338K	0.28%	91
2024 Q4	$7.7M	Buy	+61,087	New	+$8.02M	0.24%	93
2023 Q2	–	Sell	-6,278	Closed	-$450K	–	701
2023 Q1	$450K	Sell	6,278 -6,072	-49%	-$440K	0.02%	450
2022 Q4	$810K	Sell	12,350 -5,697	-32%	-$366K	0.04%	366
2022 Q3	$1.16M	Hold	18,047	–	–	0.06%	309
2022 Q2	$1.49M	Buy	18,047 +53	+0.3%	+$4.72K	0.07%	275
2022 Q1	$1.73M	Buy	17,994 +185	+1%	+$16.1K	0.06%	295
2021 Q4	$1.53M	Sell	17,809 -14,549	-45%	-$1.21M	0.06%	321
2021 Q3	$2.38M	Buy	+32,358	New	+$2.78M	0.1%	218

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's WELL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Welltower (WELL) stake by 0.47% in Q1 2026, buying an estimated $50K and bringing the position to 53,806 shares worth $10.6M. The position accounts for 0.27% of the portfolio, ranked #84.

U.S. Capital Wealth Advisors first reported a position in WELL in Q3 2021 and has held it in 13 quarters since. 1,494 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

U.S. Capital Wealth Advisors held 53,806 shares of Welltower worth $10.6M as of Q1 2026.
U.S. Capital Wealth Advisors bought 253 Welltower shares in Q1 2026, an estimated $50K.
Welltower made up 0.27% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #84 holding.
U.S. Capital Wealth Advisors first reported a position in Welltower in Q3 2021 and has held it in 13 quarters since.
1,494 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.